1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CAPITAL CONSULTING & ASSET MANAGEMENT

Map pinLINCOLN, NE
Phone402-477-2500
NotebookSEC #801-52357
Total AUM
$218.7M
Employees
8
Clients
180

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
140 N. 8TH STREET
410 THE APOTHECARY
LINCOLN
NE 68508
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
402-477-2500

ReceiptFinancials

Total AUM
$218.7M
Accounts
1,988
Discretionary
$218.7M
Accounts
1,988
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
95
AUM
$115.9M
HNW Individual Clients
85
AUM
$102.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOMNNETXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account